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BW LPG Ltd (BWLPG) Fair Value & Analysis

Energy · NO · Market cap 29.9B NOK (≈ $3.2B) · ISIN BMG173841013

BL BW LPG Ltd BWLPG · OL
Pricekr 226.40
Fair Valuekr 210.19
Upside-7.2%
Quality65/100
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Strengths

Healthy Growth (revenue 5y +34.6 %/yr)
Solidly profitable · 10.1% net margin
Low debt · generates free cash flow
Ranks above peers (11/14)

Risks

!Weak on valuation: 24 out of 100
!Weak on dividend: 13 out of 100
Healthy Growth (revenue 5y +34.6 %/yr)
Solidly profitable · 10.1% net margin
Low debt · generates free cash flow
0.98% dividend yield
Ranks above peers (11/14)
Wide moat 69/100
Evidence: High Range kr 156.64 – kr 282.07 Share as image

Fair value as of: Aug 27, 2026

From 26 valuation models · updated today

Fair value updated Aug 27, 2026, revised from kr 22.35 to kr 210.19 (+840.4%) since Aug 13, 2026. Share price +8.6% over the past month.

A solid business, currently priced close to our fair value.

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69 individual criteria per stock, every one traceable See the method →

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What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range (kr 156.64 to kr 282.07) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

kr 233.40 kr 18.61 Fair Value kr 210.19 Jun 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.

How to read this chart

60‑month range kr 18.61 – kr 233.40 · fair‑value band kr 156.64 – kr 282.07 · the kr 226.40 price screens above the kr 210.19 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 27, 2026.

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Analysis

BW LPG Ltd (BWLPG) currently trades at kr 226.40, while our model-based Fair Value estimate is kr 210.19, implying the stock looks roughly 7.2% fairly valued today. The Quality Score stands at 65/100 (solid quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, BW LPG Ltd generated revenue of 3.6B NOK at a net margin of 6.8%. Revenue declined 13.2% year over year. It earns a return on equity of 15.0%. Net debt stands at 611M NOK. Fundamentals as of Aug 27, 2026

Our scenario range runs from kr 156.64 (bear case) to kr 282.07 (bull case); at kr 226.40, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 139% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -46% fair-value upside, at -7%, BWLPG screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (kr 8.08 to kr 75.69). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF kr 36.11 kr 71.99 kr 142.27 80
Residual Income kr 11.57 kr 13.77 kr 24.60 76
Rev-Margin DCF kr 23.46 kr 47.62 kr 84.30 74
All 26 models by family
DCF Models
FCF DCF kr 38.29 kr 64.42 kr 142.92 38
Owner Earnings kr 29.40 kr 71.02 kr 158.38 31
5Y Revenue Exit kr 23.46 kr 43.08 kr 81.63 39
5Y EBITDA Exit kr 21.06 kr 37.97 kr 69.03 41
5Y P/E Exit kr 20.25 kr 41.04 kr 67.38 38
10Y Revenue Exit kr 26.89 kr 55.03 kr 82.52 36
10Y EBITDA Exit kr 26.01 kr 50.32 kr 93.22 37
10Y P/E Exit kr 25.43 kr 48.73 kr 87.62 35
Earnings-Based
Graham-Dodd kr 10.85 kr 75.69 kr 106.22 54
Lynch FV kr 23.94 kr 34.20 kr 44.47 50
PEG = 1.0 kr 23.94 kr 34.20 kr 44.47 46
EPV kr 16.43 kr 19.71 kr 22.57 59
Dividend Discount
Gordon GGM kr 12.09 kr 25.13 kr 39.87 70
DDM Multi-Stage kr 12.09 kr 21.19 kr 26.38 61
Multiples
P/E Multiple kr 16.76 kr 22.35 kr 27.93 63
P/S Multiple kr 20.35 kr 27.13 kr 33.92 58
P/B Multiple kr 16.27 kr 21.70 kr 27.12 55
EV/EBIT kr 13.98 kr 19.71 kr 25.44 53
EV/EBITDA kr 14.67 kr 20.64 kr 26.60 54
EV/Revenue kr 16.60 kr 25.10 kr 33.59 43
Asset-Based
NCAV (Graham) kr 6.03 kr 8.08 kr 12.05 50
Growth DCF
Growth DCF kr 36.11 kr 71.99 kr 142.27 80
Rev-Margin DCF kr 23.46 kr 47.62 kr 84.30 74
Economic Profit
Residual Income kr 11.57 kr 13.77 kr 24.60 76
ROIC Compounder kr 20.08 kr 30.98 kr 39.41 72
Growth Earnings
Growth-Adj P/E kr 27.61 kr 39.45 kr 51.28 68

Widest divergence: DCF Models (kr 48.73) versus Asset-Based (kr 8.08). Highest evidence: Growth DCF (80).

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Key figures & financial health

P/E ratio 15.2
P/S ratio 1.03 P/E × margin
EPS (TTM) kr 14.85 price ÷ EPS = P/E 15.2
Dividend yield 0.8% payout 11.7%
Net margin 6.8% FY2025
Return on equity 15.0% TTM
More key figures
Profitability
Return on assets (EBIT) 12.5% avg 5y
Operating margin 15.8% TTM
Growth
Revenue (TTM) 3.6B NOK TTM
Revenue growth (YoY) -13.2% 3y avg +31.8%
EPS growth (YoY) +212%
Balance sheet & cash flow
Free cash flow 388M NOK FY2025
Net debt 611M NOK FY2025 · ≈ 1.6 yrs of FCF

Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 64 · Market factors (momentum, volatility) 86

Profitability 55
Margins and returns on capital today
Quality Growth 47
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 78
Balance sheet, leverage, solvency risk
Investment 69
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 87
Price trend over the last 3–12 months (market factor)
52W Momentum 98
Distance to the 52-week high (market factor)
Net Issuance 63
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

BW LPG Limited, an investment holding company, engages in ship owning and chartering activities worldwide. It operates through Shipping and Product Services segments.

Full company description

BW LPG Limited, an investment holding company, engages in ship owning and chartering activities worldwide. It operates through Shipping and Product Services segments. The company engages in the transportation of liquefied petroleum gas (LPG); provision of integrated LPG delivery services, as well as management services; wholesale and trade of LPG; and investment in commercial enterprises. As of December 31, 2025, it owned and operated a fleet of 54 vessels, including 28 very large gas carriers, 7 large gas carriers time chartered in by product services, and 8 VLGCs owned by BW LPG India Pte. Ltd. BW LPG Limited was formerly known as BW Gas LPG Holding Limited and changed its name to BW LPG Limited in September 2013. The company was founded in 1935 and is headquartered in Singapore.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

BW LPG Ltd reported revenue of $3.6B in FY2025 versus $688M in FY2021, a compound +51.1%/yr. Reported net income was $242M in FY2025, compounding +7.0%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
3.6B NOK
Latest YoY
+0.5%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+31.8%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+34.6%
Avg. revenue growth/yr (16Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+35.0%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−1.1% (-1.9 + 0.8)
Revenue +51.1%/yr
FY21 $688M
FY22 $1.6B
FY23 $2.9B
FY24 $3.6B
FY25 $3.6B
Net income +7.0%/yr
FY21 $185M
FY22 $227M
FY23 $470M
FY24 $354M
FY25 $242M

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Cite: Fair Value Calculator (2026). "BW LPG Ltd Fair Value". https://www.fairvalue-calculator.com/stock/BWLPG

Peer Group

Oil & Gas Midstream · 88 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Top 25%
Fair Value upside −7% · Above median
Return on equity (TTM) 21% · Top 25%
Return on assets 9% · Top 25%
Net margin (TTM) 10% · Below median
Operating margin (TTM) 26% · Above median
Revenue growth -3% · Bottom 25%
Dividend yield (TTM) 0.6% · Bottom 25%
Debt / equity 0.40× · Lower than median

Valuation Multiples vs Oil & Gas Midstream median · lower = cheaper

P/E (TTM) 15.2× · Pricier than median
P/B 1.75× · Cheaper than median
P/S (TTM) 0.90× · Cheaper than median
P/FCF 8.3× · Cheaper than median
EV/EBITDA 6.1× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE24 · sector 0
FUTURE0 · sector 44
PAST83 · sector 42
HEALTH80 · sector 55
DIVIDEND13 · sector 86

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Oil & gas

Similar stocks

10 more Oil & Gas Midstream stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).

Stock Price Fair Value vs Fair Value
Enbridge Inc ENB $50.37 $35.83 -29%
The Williams Companies, Inc WMB $74.41 $11.73 -84%
Enterprise Products Partners L.P. EPD $39.14 $20.94 -46%
TC Energy Corporation TRP C$88.72 C$24.53 -72%
Kinder Morgan, Inc KMI $32.02 $10.92 -66%
Energy Transfer LP, ET $21.43 $11.45 -47%
MPLX LP owns and MPLX $59.32 $36.42 -39%
ONEOK, Inc OKE $94.90 $58.62 -38%
Targa Resources Corp TRGP $286.91 $79.61 -72%
Cheniere Energy, Inc LNG $284.08 $199.99 -30%

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Frequently asked questions

Is BW LPG Ltd (BWLPG) overvalued or undervalued?
As of Aug 27, 2026, our model estimates a fair value of kr 210.19 versus a price of kr 226.40, about −7% (fairly valued).
What is the fair value of BWLPG?
Our model-based fair value for BW LPG Ltd is kr 210.19 (as of Aug 27, 2026), built from audited fundamentals. The current price: kr 226.40.
What is the quality score of BWLPG?
BW LPG Ltd has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of BW LPG Ltd (BWLPG)?
BW LPG Ltd reported trailing-twelve-month revenue of about 3.6B NOK (latest available figure, as of Aug 27, 2026).
What is the net profit margin of BWLPG?
The net profit margin of BW LPG Ltd is about 6.8%, meaning it keeps roughly 6.8% of revenue as net income. Based on the latest reported figures.
Does BW LPG Ltd pay a dividend?
BW LPG Ltd currently shows a dividend yield of about 0.77% relative to its recent price (as of Aug 27, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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